Financial Services
Transforming Financial Services with Microsoft, Security and AI
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How Hubtel can help
We Understand Financial Services Challenges
Financial services organisations operate in a highly regulated environment where security, compliance and client trust are business critical. From wealth management firms and financial advisers to insurers and lenders, technology must support day-to-day operations while helping meet the expectations of regulators such as the FCA, PRA and ICO.
At the same time, firms must protect sensitive data, manage cyber risk and maintain operational resilience in an increasingly complex regulatory landscape.
See what our clients say
We've got lots of happy clients. Read our Google reviews to see what our clients say about us.
We moved our IT support to Hubtel IT and have been pleased with the availability and professionalism of the support. Also good that there is remote control solving of issues straight away and general advice on IT matters.
Coleshill Council
Coleshill Town Council
I have been dealing with Dave and his team at Hubtel for over 10 years. From initial installation to upgrades, I have always found them professional and efficient and would highly recommend them to anyone. 10/10 from A1 Rentals Ltd.
A1 Rentals
A1 Rentals Ltd
I had a telephone system fitted by Hubtel and I have to say that their service was excellent. Clean, tidy and very professional. Their after sales care is second to none. Wouldn't hesitate to recommend.
Centre Point
Centre Point Print
I have been a customer of Hubtel Communications for many years having previously been with BT. The service has been both efficient and cost effective for my business and with their help the telephone system has been kept up to date.
AB Richardson
A&B Richardson Engineering Ltd
We are a family-run business based in Atherstone. We have been using Hubtel now for over 2 years now and found them to be very customer-focused in their profession. Leah and Dave go the extra-mile to help-out wherever possible 🙂
MAS
MAS Precision
We have been using Hubtel in excess of 10 years and have always found them professional but approachable. They respond promptly to any issues and resolution is always swift.
Highley School
Highley Primary School
Godfrey Mansell & Co have used Hubtel for almost 10 years now and have found them nothing but professional and very responsive for any query we have raised, no matter how small!! Highly recommended.
Godfrey Mansell
Godfrey Mansell & Co
Excellent company to work with, have implemented and upgraded our phone and IT systems for over the past ten years. Easy to deal with, and a great out of hours service when we need it the most.
Trevor Hickton
Hickton Family Funeral Directors
Business Central
A unified ERP solution that brings together finance, sales and operations in one platform, providing real-time visibility across the organisation and enabling leaders to make informed decisions that support growth and performance.
AI Adoption Hub
Unlock practical AI and automation capabilities across your Microsoft ecosystem. Streamline workflows, reduce manual tasks and gain faster insights from your data, helping teams work more efficiently and make better-informed decisions.
CyberHub
A managed cyber security solution designed to strengthen resilience, reduce risk and support compliance. Combining vulnerability management, security awareness training, Microsoft 365 security reviews, incident readiness and business continuity planning, CyberHub helps organisations build a stronger security posture and demonstrate ongoing cyber resilience.
case studies
How we’ve provided for the finance & legal sector
How we IT support The Royal Sutton Coldfield Town Council
How we help financial services
As the financial services landscape evolves, so do client expectations, regulatory requirements and the need for greater operational efficiency. Firms need technology that improves visibility, strengthens compliance and supports better decision-making, but identifying and implementing the right solutions can be complex and resource-intensive.
sectors we cover
Connecting the Dots Between Financial Services and Technology
Education Sector
Manufacturing & Engineering
Financial Services
Sports and Leisure
Health Care
Logistics & Transport
Non-Profit & Charities
Legal Service
Construction & Engineering
Retail
Energy & Utilities
Common financial services FAQs
Choosing the right technology for a financial services organisation can be complex, particularly when balancing compliance, security, operational efficiency and client expectations. Below are some of the most common questions we hear from firms looking to modernise their technology, strengthen cyber resilience and make better use of Microsoft solutions such as Dynamics 365, Microsoft 365 and Copilot.
How Can We Use Dynamics 365 and Copilot to Automate Internal Processes?
Automating internal processes with Dynamics 365 and Microsoft Copilot helps financial services organisations reduce manual workload, improve consistency and free up consultants to focus on higher-value activities. From document generation and client onboarding to reporting and follow-up tasks, AI-powered automation can streamline repetitive processes while providing greater visibility across the business. By reducing administrative burdens, consultants can spend more time delivering strategic advice, strengthening client relationships and driving business growth.
How Can Dynamics 365 Customer Service and Copilot Improve Client Experience?
Dynamics 365 Customer Service and Microsoft Copilot help deliver faster, more personalised client interactions while improving agent productivity. With access to relevant customer information, AI-assisted responses and intelligent case management, teams can resolve enquiries more efficiently and provide a more consistent service experience. The result is improved client satisfaction, reduced response times and greater operational efficiency across customer-facing teams.
How Can We Create a More Unified View of the Business with Dynamics 365?
Dynamics 365 brings together data, processes and teams to create a single, connected view of business operations. By breaking down information silos between departments, organisations gain greater visibility into performance, client activity and operational trends. This enables faster, better-informed decision-making and ensures teams are working from the same accurate and up-to-date information.
How Can We Equip Consultants with the Right Tools and Technologies?
Providing consultants with modern Microsoft technologies helps them work more efficiently, collaborate effectively and deliver a better client experience. Solutions such as Microsoft 365, Dynamics 365, Copilot and Power Platform give teams access to the tools they need to access information, automate routine work and collaborate securely from anywhere. This helps improve productivity while enabling consultants to focus on delivering value to clients.
How Can We Ensure Data Security and Compliance?
Data security and compliance are critical for financial services organisations adopting cloud-based technologies such as Dynamics 365 and Microsoft 365. Microsoft provides enterprise-grade security capabilities including data encryption, identity and access management, threat protection and compliance monitoring. By implementing these solutions alongside robust governance practices, organisations can protect sensitive information, support regulatory compliance and reduce risk while maintaining trust with clients and stakeholders.
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